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20121001
20121009
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CNBC 9
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Search Results 0 to 8 of about 9
CNBC
Oct 4, 2012 5:00pm EDT
the alternative energy names are places that i would want to avoid. one debate isn't enough to take it. i don't like the solar stocks. i like them less and both sectors trade it higher today. on health care, we havekhave ke book and we start off with the health care sector. >> before you think about positions yourself, i think there are a couple of things you should think about what was stated last night. the republicans focus on cost and that is what romney was saying. i think it is different on the democratic side. they are talking about access before cost. i think the second point is the how. the how is the quarterback will be the private industry and it is the insurance industry. on the democratic side it is big government and debt pan ets or whatever you want to call it. so, that is the frame against which you should think about your investment decisions. nn in my space you should be over managed care. that is the quarterback i talked about. i would be under with medical e devi devices. the paying patients coming in from obamacare would be fewer. >> is there anywhere that you think isn'
CNBC
Oct 8, 2012 12:00pm EDT
on technology. any weakness it's an area i want to buy on the weakness. the other side of that is energy and materials. the expectations here, eps growth, sharp contraction, 15% to 25%. even on a weak take, further weakness i don't want to buy them. >> expectations couldn't be any lower going into earnings season. what happens if we surprise to the upside. >> i think that expectations are low. i do think people expect that numbers for 4 kansas g and 2013 will come down. there's no question in my mind. this has been a very hated rally and i think if we see better than expected numbers from any of the companies this week we go a lot higher. alcoa particularly is very interesting because of their subsegment, auto, aero, packaging, truck, all of these are very, very important data points we'll get tomorrow and i think -- kyle does an amazing job of giving detail. that's the conference call you want to listen to. >> alcoa set the tone for this past earning season, came in better than expected, earnings ended up being pretty strong. so it really does have a huge impact, guys, simon baker how d
CNBC
Oct 1, 2012 3:00pm EDT
90 points, two-thirds of 1%. when you look at today's sector leaders, it's energy, financials, health care. all posting sharp gains at this hour. of course, the energy and materials sector were really the pressured sectors going quarter. bill? >> combination of risk on/risk off seconders that are doing well today. no clear direction from that standpoint. we're wondering whether today's market action is a sign of what's to come for the quarter. you saw the statistic earlier that said on average when you have a positive first day of the fourth quarter the dow is up 4% for the quarter. so what's to come this quarter? deborah of "the street" says she feels the market is destined to go higher and points out $22 billion came flooding out of equity mutual funds in the month of august, alone. show she feels that money is going to come flowing back for the investors who feel they missed out on the action, marie w ya. >> is deborah right? could we have this market meltup continue? cnbc contributor abigail doolittle suggests taking money off the table in the face of these gains. deborah, let me
CNBC
Oct 8, 2012 9:00am EDT
're in the expansion camp, you want financials, energy, materials. in the contraction camp, you're generally on the defensive side. the trade everybody's been talking about, jim you alluded to it, it's to play the u.s. market, play autos, housing, consumer staples. i call it the home depot trade. it's been a monster. that's the classic trade to play in these circumstances. i have a couple of problems with this. number one, cyclicals have outperformed defensive names in the last couple of months since this has been a very popular notion out there. since june overall, earnings and stocks have been somewhat negatively correlated. we've seen earnings come down and yet the stock markets continue to move up. in the last few weeks, really hold right near its highs. you can argue and there is certainly truth to that that that's because we have q.e. 3, because we've got the ecb in the market. but i look at the facts of where the market is, not necessarily what's been moving it every minute. that's what i see right now. today, the european bailout fund is coming into effect. if spain keeps going along
CNBC
Oct 8, 2012 5:00pm EDT
is for a clean, wedomestic energy future that puts us in control. our abundant natural gas is already saving us money, producing cleaner electricity, putting us to work here in america and supporting wind and solar. though all energy development comes with some risk, we're committed to safely and responsibly producing natural gas. it's not a dream. america's natural gas... putting us in control of our energy future, now. >>> a lot of techs have done well. google and amazon trading at highs. ibm doing well. apple was over $700 three weeks ago. as i pick through the stocks, particularly good run, a couple of theme also jump out at me, mobile and big data, the companies that managed to tap into one or both of those part of their growth story doing particularly well. here are a couple of the less obvious names i note near highs. tara data for storage, crown castle for wireless, accenture for consulting, need more of those services when you have cloud and mobile forcing companies to change the way they approach i.it.. north america and asia are the two big growth areas for accenture. what happens ne
CNBC
Oct 1, 2012 9:00am EDT
. >> thank you so much, rick. let's check out the latest moves in energy and metals. sharon at the nymex. >> the momentum here definitely in the metals market. i'm standing in the gold pit. gold prices went above $1,794 an ounce. a lot of investors may have looked at the s&p 500's returns, that's decent. but gold up over 10% in the last quarter. silver up over 25% in the last quarter. they want some more of that in the fourth quarter. and we're looking at that here in the metals market. also looking at momentum taking over, the weak sentimental data out of china in terms of the oil price. the oil prices here are a little bit of a bid for oil. the fact that they lowered a mix a little while ago before the open on the weak data out of china on their manufacturing numbers. in terms of the biggest mover here in the commodities space, definitely it is natural gas. natural gas at a ten-month high. natural gas here above 3.40. some are saying that $3 gas is sustainable here even if we don't see the same focus on coal to gas switching. still going to see higher natural gas prices. back to you. >
CNBC
Oct 3, 2012 11:00pm EDT
've learned with governments and across the industry so we can all produce energy more safely. i want you to know, there's another commitment bp takes just as seriously: our commitment to america. bp supports nearly two-hundred-fifty thousand jobs in communities across the country. we hired three thousand people just last year. bp invests more in america than in any other country. in fact, over the last five years, no other energy company has invested more in the us than bp. we're working to fuel america for generations to come. today, our commitment to the gulf, and to america, has never been stronger. overmany discounts to thine customers! [old english accent] safe driver, multi-car, paid in full -- a most fulsome bounty indeed, lord jamie. thou cometh and we thy saveth! what are you doing? we doth offer so many discounts, we have some to spare. oh, you have any of those homeowners discounts? here we go. thank you. he took my shield, my lady. these are troubling times in the kingdom. more discounts than we knoweth what to do with. now that's progressive. >>> taking control of your finan
CNBC
Oct 5, 2012 1:00pm EDT
>> bmc software. huge activity in january. >> keep an eye on linn energy and keep an eye on tim tebow. it might be this week. >> happy columbus day weekend, you guys. you know who you are. o.i., owens, illinois. >>> "power lunch" now. >> announcer: halftime is over. the second half of the trading day starts right now. >>> 7.8% unemployment. did president obama just win next month's election? jack welch says hold your horses on that 7.8% number. he doesn't really believe it. an influential florida congressman agrees. we'll talk to that congressman live and ask him on what he bases his suspicions. >>> a place in the united states where gasoline has now become hard for drivers to find. you will find out why coming up on "power lunch." >>> meantime, let's go to sue at the new york stock exchange. sue? >> the markets have been up all day long. we're up about 60 points or so on the dow jones industrial average and the big reason of course is the number that we got this morning, falling unemployment. we are now below the 8% level for the first time in four years. the question is how di
CNBC
Oct 3, 2012 12:00pm EDT
fonts are lightening up on the energy exposure coming into this it first week of the month. whether or not that's the case, we sat down on the our trade desk this morning, we saw the market start breaking 90. gathered momentum and made a bee line for our first band of support around 89. we're not getting much of a bounce. you may want to cover those positions. the technicals, spr is way off the table. and it seems to be a little delevering. and i think that's what's pressing the market here. >> anthony, let's get your trade on this. >> i'm looking at we're still a very range bund market and even though the china data was soft, you have to look at stimulus from china coming out of the market. so unless we break out of this range, i'm still going to play the range. so i'm looking to get long. november crude oil around 88 of this. i want to put an $87 stop in because that would be below all my support levels. and at that point, we could move a lot lower to $80. but i don't think that's going to happen so i'll be long at 88 1/2 and looking to get out on the up side around 93 and i think
Search Results 0 to 8 of about 9